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Sales Executive (B2B / Finance / TST 5 Days)

3 - 6 years
Posted: 2019-02-12

Finance & Accounts
Project Management
Posted On
12th Feb 2019
Job Ref code
Job Description
Job Description :

Job Duties:
• Responsible for introducing and developing potential clients to achieve sales targets
• Establish and maintain client and business partners’ relationships by understanding their special needs, handling their inquiries and complaints in a timely and professional manner
• Responsible for coordinating and handling client requests for specific products and services (conference calls, seminars and client portfolio analysis report etc.)
• Handle other ad-hoc projects as assigned

• Bachelor degree or above in finance or business-related studies, CPA, CFA, CFP or insurance licensee are welcome
• With clean disciplinary records
• Solid financial knowledge, strong interpersonal skills, ability to build trust and confidence among clients and colleagues
• Minimum 3 years of experience in financial institutions, previous sales experience in wealth management/insurance preferred
• With high net worth or corporate clients’ resources preferred
• Strong work ethic and highly self-motivated
• Work experience in China and/or Asian markets will have advantage
• Strong skills in MS Office (Excel / PowerPoint / Word)
• Good oral and written English and Chinese (including Putonghua)

About Company

CA Human Resource Limited is a new setup company to provide a professional recruitment service in Hong Kong with the long experience in recruiting business in Japan since 2003. The character of CA Human Resource Limited is making the best matching between Jobseekers and Employers for their career and business growth. To build on our success for the mission, we are looking for an energetic talent to fill the following position. For more information about CA Human Resource Limited: CA-Group: